Beacon Financial Group’s Vanguard Morningstar Mega Cap ETF MGC Stock Holding History

Beacon Financial Group’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$404K	Sell	1,477 -299	-17%	-$79.4K	0.04%	278
2026 Q1	$420K	Sell	1,776 -58,958	-97%	-$14.6M	0.04%	253
2025 Q4	$15.3M	Buy	60,734 +3,859	+7%	+$959K	1.52%	16
2025 Q3	$13.9M	Buy	56,875 +28,738	+102%	+$6.72M	1.37%	17
2025 Q2	$6.33M	Buy	28,137 +10,930	+64%	+$2.26M	0.66%	38
2025 Q1	$3.47M	Buy	+17,207	New	+$3.66M	0.38%	73
2024 Q1	–	Sell	-9,484	Closed	-$1.61M	–	331
2023 Q4	$1.61M	Buy	+9,484	New	+$1.51M	0.2%	119

Other funds holding MGC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Beacon Financial Group's MGC Position: Q2 2026 in Review

Beacon Financial Group reduced its Vanguard Morningstar Mega Cap ETF (MGC) stake by 17% in Q2 2026, selling an estimated $79.4K and leaving 1,477 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #278.

Beacon Financial Group first reported a position in MGC in Q4 2023 and has held it in 7 quarters since. The position peaked at $15.3M in Q4 2025. 528 funds tracked by Wall St. Rank hold MGC as of Q2 2026.

Beacon Financial Group held 1,477 shares of Vanguard Morningstar Mega Cap ETF worth $404K as of Q2 2026.
Beacon Financial Group sold 299 Vanguard Morningstar Mega Cap ETF shares in Q2 2026, an estimated $79.4K.
Vanguard Morningstar Mega Cap ETF made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #278 holding.
Beacon Financial Group first reported a position in Vanguard Morningstar Mega Cap ETF in Q4 2023 and has held it in 7 quarters since.
Beacon Financial Group's Vanguard Morningstar Mega Cap ETF position peaked at $15.3M in Q4 2025.
528 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.